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Sponsor portfolio

CONSEJO COUNSELING AND REFERRAL SERVICE

EIN 91-1021247-medical practice-Latest filing 2025
Plans
3
Retirement
2
$3.4M assets
Welfare
1
$1.8M premiums
Participants
407
723 SW 10TH ST - RENTON, WA 980575223206-461-4880LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$1.9M - 133 part#001401k-$1.5M - 115 part#501Fully Insured-$1.8M - 159 lives

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 248 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • AND REFERRAL SERVICE (#002)55%
  • AND REFERRAL SERVICE (#001)45%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND REFERRAL SERVICE (#002)133
  • AND REFERRAL SERVICE (#001)115
Total 248Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$128K
  • Life$128K
  • Other$128K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • KAISER FOUNDATION HEALTH PLAN INC93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $61K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE

401k

Assets$1.9M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE

401k

Assets$1.5M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONSEJO COUNSELING AND REFERRAL SERVICES HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.

Premiums$1.8M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE401k$1.9M1332025
001EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE401k$1.5M1152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONSEJO COUNSELING AND REFERRAL SERVICES HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.$1.8M1592024
Retirement plans
Welfare plans
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